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Worldotalent
Pcg Relationship Manager
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹800,000 – ₹1,000,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
18 August 2026
What they need
Roles and Responsibilities :
- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Sell mutual funds, AIFs, and other financial products to HNI clients through effective communication and relationship-building skills.
- Conduct regular portfolio reviews with existing clients to ensure alignment with their risk tolerance and liquidity needs.
- Identify new business opportunities by networking within the community and leveraging referrals from existing contacts.
Job Requirements :
- 1-10 years of experience in wealth management or related field.
- Strong understanding of mutual funds, AIFs, and other financial instruments.
- Excellent communication and interpersonal skills for building strong relationships with HNIs.
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